Under the hood

One closed-loop outbound system

Humans govern from Airtable. Make orchestrates every scenario. BizDai worked across the workflows where interpretation matters.

System runs continuously — no manual operations inside workflows.

Fully closed-loop outbound system

01
Intake — data sources
- Web: forms / scraping
- CRM: companies / contacts
- Apollo: people / companies
- LinkedIn: manual / imports
02
Enrichment
- Exa: web enrichment and company data
- Apollo: job title, company, email, industry
- Enriched data
- Confidence scores
03
Database & UI (source of truth)
- Airtable: companies, contacts / leads, campaigns, touchpoints, opportunities, system logs
- UI for ops, reporting, overrides
04
Channels (execution)
- LinkedIn via HeyReach: connect request, thanks for connecting, follow-up (3d), fallback to email (D10)
- Instantly: campaign 1 new leads, campaign 2 reactivation, AI-personalised sequences, reply detection
05
Automated next actions
- If reply → log to CRM + Airtable
- If high intent → create opportunity
- If no reply → next message in sequence
- If no response → add to 180 day countdown

Human-governed

Airtable is the control plane, UI, and shared state for the team.

Make.com connects every source, channel, sync, and next-step action.

AI is used for scoring, segmentation, enrichment simplification, classification, and routing.

Technical detail

See the operating results in context.